Overview of Contact Activity

InterAction for Microsoft Outlook lets you track your recent interactions (such as email messages and meetings) with contacts that are important to you. You can use activities to track this information. Activities are useful for tracking your organization’s history with a contact and getting a complete look at any given contact. Recent or future activities with a given contact can establish context for a conversation or help you coordinate efforts with other professionals in your organization.

NOTE Some activities are automatically generated by InterAction when information in the system changes. For example, if a contact’s job title changes, an activity is created to display this change.

When creating activities, you choose who else in your organization can view the information. You can make the activity visible only to yourself, everyone in your organization, or to a specific group of users.

See the following topics for more information: